Connect Signwell and levvy to Build Intelligent Automations

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Signwell

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levvy

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Enable Integrations or automations with these events of Signwell and levvy

Enable Integrations or automations with these events of Signwell and levvy

Triggers

Document Completed

Document Completed

Triggers when a document has been completed.

Document Sent

Document Sent

Triggers when a document is sent.

Document Viewed

Document Viewed

Triggers when a signer view a document for the first time.

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Actions

Create Document From Template

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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Frequently Asked Questions

How do I start an integration between Signwell and levvy?

To start, connect both your Signwell and levvy accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in levvy (or vice versa).

Can we customize how data from Signwell is recorded in levvy?

Absolutely. You can customize how Signwell data is recorded in levvy. This includes choosing which data fields go into which fields of levvy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Signwell and levvy?

The data sync between Signwell and levvy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Signwell to levvy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Signwell and levvy?

Yes, you can set conditional logic to control the flow of data between Signwell and levvy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Signwell

About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

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levvy

About levvy

Levvy is a next generation operating system for financial services firms.

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